Investment Analyst, Equity

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🔥 8 minutes ago

🏛️ District of Columbia – Remote

🏛️ District of Columbia – Remote

💵 $73.8k - $110.7k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Icmarc

WebsiteLinkedInAll Job Openings

- employees

💼 Consulting

🏥 Healthcare

🛡️ Insurance

Consulting • Healthcare • Insurance

Icmarc is a retirement services provider focused on public‑sector employers and individual participants. It offers administration and investment management for retirement plans (457(b), 401(a), 401(k), 403(b), retirement health savings and IRAs), along with participant financial education, CFP® advisory services, plan‑sponsor support, consultant access, research, and legislative advocacy. The company positions itself as a partner for plan sponsors, consultants, and participants, providing investment products, professional advice, and educational resources.

📋 Description

• Provide analytical, operational, and administrative support to Equity Fund Managers and Investment Department leadership • Compile portfolio, benchmark, performance, and market information for routine reviews and reporting • Maintain investment, manager, and market data for portfolio monitoring and reporting • Conduct qualitative and quantitative analysis on equity funds, asset managers, and sub-advised portfolios • Assist with performance attribution, benchmarking, and risk analysis for existing and prospective investments • Monitor financial markets, economic trends, and equity securities relevant to portfolio holdings • Support due diligence for current and prospective investment managers and strategies • Coordinate information requests, review documentation, and prepare summary materials • Participate in meetings and calls with asset management firms and compile notes and follow-up items • Track portfolio performance, cash flows, and compliance with investment guidelines • Support investment reporting, operational, and process management activities • Prepare, validate, and distribute investment-related reports, data, presentations, RFPs, questionnaires, factsheets, and marketing content • Assist Fund Managers with portfolio changes and rebalancing activities • Coordinate with Finance, Legal, and Compliance on investment-related matters • Perform other duties as assigned

🎯 Requirements

• Bachelor's degree in Finance, Economics, Accounting, Business, or a related field • Zero to one year of investment industry experience; experience in investment data collection and analysis, presentation development, and investment communications preferred • General knowledge of statistics and investment data • Strong analytical and problem-solving skills • Proficiency with Microsoft Excel, PowerPoint, and spreadsheet analysis • Familiarity with investment research and analytics platforms such as eVestment, FactSet, and Morningstar Direct preferred • Knowledge of investment management and mutual fund industries • Applied investment and economic analysis skills • Strong written and verbal communication skills • High attention to detail and organizational skills • Familiarity with data management and reporting tools such as Python, Power BI, and SQL preferred • Ability to work effectively in a team environment and manage multiple priorities • Progress toward the CFA designation preferred

🏖️ Benefits

• Competitive Total Rewards package, including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions • Flexible and hybrid work schedules to support work-life balance • Tuition reimbursement to support continued education • Professional and career development opportunities, including courses and certifications • Comprehensive wellness programs promoting physical, mental, and emotional health • Volunteerism initiatives to encourage community engagement